Our Expert Team

Meet Our Expert Team

To gain the precise expertise we need to serve as your personal chief financial officer and effectively manage all aspects of your financial affairs, we work with a network of professional advisors. These carefully selected professionals provide us with a high level of knowledge and skill in key aspects of your finances. As your wealth manager, we review your complete financial picture and identify any needs. As appropriate, we then turn to our experts to evaluate your specific financial challenges and devise appropriate recommendations.

The key members of our expert team are listed below with their biographies and office locations.

Trusts and Estates Lawyer:

Preston J. Branaugh is married with two daughters. He is an attorney in a private practice, including matters related to business transactions, estate planning and probate matters. Mr. Branaugh received his B.S.B.A. and J.D. degrees from the University of Denver. He is admitted to the Colorado and U.S. District Court of Colorado, and is a member of the First Judicial District, Colorado Bar Association and the Christian Legal Society. He has received extensive training and awards in the field of mediation and arbitration. He has spoken at prior seminar programs conducted by Lorman, National Business Institute, Institute for Paralegal Education and other educational organization. He is a trained reconciler through Peacemaker Ministries, and a Bighorn Center for Public Policy fellow.

Life Insurance Specialist:

Pinnacle Insurance and Financial Services offers a vast amount of experience and expertise. Because they have a large team of insurance specialists representing a large array of insurance products, Pinnacle can design a personal insurance or annuity plan for many people of different and unique needs. Inc. Magazine has recognized Pinnacle as one of the fastest growing companies in the United States. Their product portfolio includes life insurance, annuities, long term care/LTC rider products, and more.

Accountant:

Mary L. Ruparel, CPA, CFP is a principal in a local accounting firm, Tobin, Ruparel, Konczak & Mundell, P.C. She specializes in tax consulting and planning for individuals and small businesses. Mary moved to Denver from Kentucky. She holds a B.S. degree from the University of Kentucky and also holds a Certified Financial Planners license. She is a member of the Women's Estate Planning Council and has served on the board of directors. She is also actively involved and serves on the board of a High School Parent Teacher Organization.